“The midsized plan asset segment is representative of the DC market segment in which the boutique DC consultant is most prevalent and growing its marketshare,” Cerulli reports.
LIMRA finds that consumers want a one-stop-shopping approach to financial advice, which allows them to receive guidance on all aspects of their financial life from a single source.
Research by Charles Schwab finds majority of employees would engage with a financial wellness program if offered one, and employers are taking note.
Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.
A new survey finds that as implementation of the DOL’s fiduciary rule approaches, more than half of advisers expect to increase investment in client service and compliance technology.
How to determine which clients are profitable
Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.